See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,530 | $65,685-6.3% | $57,179+7.6% | $273,961-77.5% |
| Participation rate | 40.0% | 78.3%-38.3pp | 75.3%-35.3pp | 83.0%-43.0pp |
| Annual return | 7.59% | 21.99%-14.4pp | 14.59%-7.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $791 | $3,279-75.9% | $2,682-70.5% | $4,869-83.7% |
| Participant deferral / active EE | $5,928 | $3,782+56.8% | $3,096+91.5% | $5,287+12.1% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |